+199.8%
ABBV vs DAL
+101.3%
+98.5%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.2% | -1.1% | +0.9% |
| 7D | -1.2% | +8.8% | -10.0% | -1.7% |
| 30D | +8.0% | +5.4% | +2.6% | +7.7% |
| 3M | +20.2% | -4.9% | +25.1% | +20.4% |
| 6M | +44.0% | +19.8% | +24.1% | +42.3% |
| YTD | +31.3% | +27.0% | +4.3% | +29.1% |
| 1Y | +37.0% | +52.5% | -15.5% | +33.1% |
| 3Y | +128.0% | +173.8% | -45.9% | +109.8% |
| All | +199.8% | +101.3% | +98.5% | +179.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded DAL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling